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identity-canon/workplans/IDENTITY-WP-0003-corpus-backfill-model-refinement.md
tegwick ca0c968387 Add credential routing instructions and WP-0003 workplan
Inline ops-warden credential routing guidance in AGENTS.md and mirror it
for Claude Code under .claude/rules/. Add IDENTITY-WP-0003 to backfill the
research corpus and refine the conceptual model against scenario tests.
2026-06-19 20:44:05 +02:00

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---
id: IDENTITY-WP-0003
type: workplan
title: "Research corpus backfill and model refinement"
domain: canon
repo: identity-canon
status: ready
owner: codex
topic_slug: canon
created: "2026-06-19"
updated: "2026-06-19"
---
# Research corpus backfill and model refinement
This workplan follows up on `ResearchProposal.md` Immediate Next Steps 4 and
10. The seeded source notes under `research/` still contain `TODO` placeholders;
the terminology, canon, model, and scenario artifacts from
`IDENTITY-WP-0002` are candidate hypotheses until the corpus is backfilled.
Priority order follows `OpenQuestions.md` corpus guidance: start with record and
subject semantics (provisioning and federation), then authorization
projections, then social graph, verifiable claims, and entity-resolution
sources.
## Backfill Provisioning And Federation Source Notes
```task
id: IDENTITY-WP-0003-T01
status: todo
priority: high
```
Backfill the nine source notes in `research/identity-provisioning/` and
`research/authentication-federation/`. Replace template placeholders with
source-backed terminology extracts, modeling assumptions, conflicts, candidate
canonical mappings, and open questions. Use the structure defined in
`research/CorpusIndex.md`.
## Backfill Authorization And Social Graph Source Notes
```task
id: IDENTITY-WP-0003-T02
status: todo
priority: high
```
Backfill the eight source notes in `research/authorization-relationships/` and
`research/social-community-graphs/`. Capture how each source models principals,
subjects, actors, groups, organizations, tenants, and relationships without
collapsing them into a single overloaded term.
## Backfill Verifiable Claims And Entity-Resolution Source Notes
```task
id: IDENTITY-WP-0003-T03
status: todo
priority: medium
```
Backfill the six source notes in `research/verifiable-claims/` and
`research/entity-resolution-privacy/`. Document synonymity, identifier,
pseudonymity, and privacy semantics that affect canonical account-linking and
relationship modeling.
## Refresh Terminology Artifacts From Corpus
```task
id: IDENTITY-WP-0003-T04
status: todo
priority: high
```
Update `terminology/TerminologyInventory.md` and
`terminology/TerminologyConflictMap.md` using extracted terminology from the
backfilled source notes. Keep mappings marked as candidate until conflicts are
reviewed against `canon/CanonicalGlossary.md`.
## Refine Conceptual Model Against Scenario Tests
```task
id: IDENTITY-WP-0003-T05
status: todo
priority: high
```
Revise `model/ConceptualModel.md` so each scenario in
`scenarios/ScenarioTests.md` has an explicit representation path. Record any
scenario that the current model cannot satisfy without glossary or principle
changes.
## Reconcile Canon Surfaces And Open Questions
```task
id: IDENTITY-WP-0003-T06
status: todo
priority: medium
```
Update `canon/DesignPrinciples.md`, `canon/CanonicalGlossary.md`,
`OpenQuestions.md`, and `DownstreamRecommendations.md` to reflect corpus
findings. Resolve questions where the source evidence is sufficient; otherwise
leave them open with citations to the relevant source notes.